SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)228,442,112.0
- RAUM (discretionary)155,755,146.0
- Actionable assets225,770,004.0
- Accounts (total)109.0
Institutional Clients
- Government AUM0.0
- Pension AUM80,271,014.0
- Charitable AUM2,036,270.0
- HNW AUM15,320,117.0